CRM
Turn open deals into customer orders.
Save companies and contacts, record open deals and plan who to follow up with. See each deal's value, stage and previous activities. A colleague can pick up the conversation without searching through emails.
CRM
TAKERES / CRM
CRM
Customer companies and contactsActive
Deals and their valueReady
Custom stages for open dealsActive
Planned and completed customer activitiesReady
Save time on everyday work.
Find the details you need faster
Find the details you need alongside your current work, without searching other tools.
See what needs attention
Review your records to check their current status and decide what to work on next.
Use the same details in other apps
Connected apps share information, so you do not have to enter the same details again.
What you can do with this app.
Track agreements, deal value and the next planned activity for each customer.
CRM
Products
Menus
Point of Sale
CRM: less retyping between apps.
Use customer, job or payment details in other apps you have enabled. Your team can work from the same information without entering it again.
Explore connected appsYes, it all works together!
Start for free and see how much manual data entry and information chasing you can eliminate.